Wellington Shields & Co’s United Rentals URI Stock Holding History

Wellington Shields & Co’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-77	Closed	-$87.2K	–	298
2026 Q2	$87.2K	Hold	77	–	–	0.02%	292
2026 Q1	$56.1K	Hold	77	–	–	0.01%	294
2025 Q4	$62.3K	Hold	77	–	–	0.02%	294
2025 Q3	$73.5K	Hold	77	–	–	0.02%	291
2025 Q2	$58K	Sell	77 -30	-28%	-$20.1K	0.02%	284
2025 Q1	$67.1K	Hold	107	–	–	0.02%	265
2024 Q4	$75.4K	Hold	107	–	–	0.02%	257
2024 Q3	$86.6K	Hold	107	–	–	0.03%	267
2024 Q2	$69.2K	Hold	107	–	–	0.02%	267
2024 Q1	$77.2K	Hold	107	–	–	0.03%	262
2023 Q4	$61.4K	Sell	107 -78	-42%	-$36.8K	0.02%	260
2023 Q3	$82.2K	Sell	185 -11	-6%	-$5.04K	0.02%	246
2023 Q2	$87.3K	Hold	196	–	–	0.02%	247
2023 Q1	$77.6K	Sell	196 -35	-15%	-$14.7K	0.02%	258
2022 Q4	$82.1K	Buy	+231	New	+$75.9K	0.02%	252

Other funds holding URI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Wellington Shields & Co's URI Position: Q3 2026 in Review

Wellington Shields & Co sold out of United Rentals (URI) in Q3 2026, closing a stake of 77 shares — an estimated $87.2K sold.

Wellington Shields & Co first reported a position in URI in Q4 2022 and held it in 15 quarters. The position peaked at $87.3K in Q2 2023. 957 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Wellington Shields & Co reported no remaining United Rentals position as of Q3 2026 after selling out during the quarter.
Wellington Shields & Co sold 77 United Rentals shares in Q3 2026, an estimated $87.2K.
Wellington Shields & Co first reported a position in United Rentals in Q4 2022 and held it in 15 quarters.
Wellington Shields & Co's United Rentals position peaked at $87.3K in Q2 2023.
957 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Wellington Shields & Co's 13F filing for Q3 2026, filed 3 Nov 2026.